Mindset Wealth: Investment and Retirement Planning in the Comox Valley

British Columbia Training and Education Savings Grant Information

Families in British Columbia are encouraged to start planning and saving early for their children’s post-secondary education or training programs. To help, the B.C. Government will contribute $1,200 to eligible children through the B.C. Training and Education Savings Grant (BCTESG).

There was an extension given to students born in 2006 to 2008, since that group of children turned six to nine years old during the year the program was launched. The parent or guardian plus the child must be residents of British Columbia.

Our approach involves developing what you already have through careful planning, effective coaching and a constant dedication to accessing the appropriate tools and products. We look at your goals with a clear mindset so that we can help you achieve ever-greater accomplishments. Because it’s not what happens that matters; it’s how you respond.

Whether you’re just starting down your road to financial success or you’re getting ready to reap the rewards of a lifetime of hard work, we’ll provide the education, motivation and guidance to help you achieve your objectives.

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In the Community

Mindset Wealth and its people are very dedicated to the Comox Valley. They routinely help raise funds for many local causes including L'Arche and Comox Valley Healthcare Foundation and are involved in many junior sports including hockey and baseball.

HollisWealth® is a division of Industrial Alliance Securities Inc. (iA Securities), a member of the Canadian Investor Protection Fund (CIPF) and the Investment Industry Regulatory Organization of Canada (IIROC). iA Securities is a trade name and business name under which Industrial Alliance Securities Inc. operates. This information has been prepared by Robert Mulrooney for HollisWealth®, a division of iA Securities, and does not necessarily reflect the opinion of iA Securities. The information contained in this document comes from sources we believe to be reliable, but we cannot guarantee its accuracy or reliability. The opinions expressed are based on an analysis and interpretation dating from the date of publication and are subject to change without notice. Furthermore, they do not constitute an offer or solicitation to buy or sell any the securities mentioned. The information contained herein may not apply to all types of investors. The Investment Advisor can open accounts only in the provinces where he is registered. For more information about HollisWealth®, please consult the official website at www.holliswealth.com. Mindset Wealth is a personal trade name of Robert Mulrooney.